By Kalen Holliday, Head of Communications at Covestor
To kick off 2012, we hosted a series of events, starting with live “portfolio positioning” events in Manhattan and Tarrytown, NY. These casual gatherings allowed Covestor model managers to meet current and prospective clients in a face-to-face setting. Registered investment advisers provided mini financial makeovers and answered questions. We also had a chance to show off our new website and share 2012 investment outlooks from several model managers.
Seven Covestor staff members attended the New York area events, including our CEO Asheesh Advani. It was a great chance for us to mingle with our model managers and meet potential clients. As an online company, we are used to communicating with customers and managers via email or Skype. These events provide a terrific opportunity for us to tell the Covestor story in person and get live feedback and thoughts, so we really enjoyed and appreciated it as well.
Our January 18th event attracted attendees from Connecticut, New Jersey and New York and featured model managers from as far away as Florida. The January 31st event took place at the office of Union Square Ventures, one of our venture capital backers. Here are some photos from the events – click to enlarge:
Covestor model managers participating in the events – in person or via video – included:
Dan Beckerman (Beckerman Institutional)
Bob Gay ( GEARS )
Jerry Gehman
Vinay Munikoti (System Research)
Derek Pilecki (Gator Capital)
Robert Santarpia (U.S. Wealth Group)
Tim Sykes
Tom Yorke (Oceanic Capital)
And here’s some good news: you can join our next event wherever you are! We’re hosting a virtual conference, accessible worldwide from any PC, on March 20 and 21. This online-only event features presentations from Covestor and our model managers as well as financial industry experts from E*TRADE, Yale University, Stock Twits and more than a dozen other organizations. REGISTER NOW for this free conference. It’s going to be great – see you there.
~ Kalen
